The Cirrus8 dashboard provides the entry point to workflow within the system by presenting users with a clear summary of the status and timeline of commonly performed tasks.
The forms section displays common tasks, including rent reviews, charges and credits, payments, receipts and standing charges (recurring charges). Users have the ability to view forms, complete new forms and view their processing status.
The statistics section summarises the portfolio of properties managed, leases managed, open diary items, area managed and arrears for each Property Manager.
The calendar shows critical dates within the system, including Lease and Property related dates such as rent review, lease expiry, and reminders to collect management fees. Select a date on the calendar to display an itemised list of tasks for that day, with links to online forms and the ability to mark those tasks as completed in the diary.